Projit Chatterjee, Managing Director, Equity Strategist of UBS Asset Management explains some of the key reasons why investors should be looking to emerging markets for future growth. One of the key growth drivers in emerging markets is the fact that in many cases, “intra-EM” trade is increasing. In other words, they’re becoming less dependent on the goods and services of developed markets to fuel their economies. This then leads to the question: is this a break-up, or just time apart?
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Given it's enormous weight in the index, it’s easy for most conversations about emerging markets to drift towards China.